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Showing 8 of 12 quarters

Position history for Equitable Holdings, Inc.Equitable Holdings, Inc.'s holdings in FIRST TR EXCHNG TRADED FD VI

Yes. Equitable Holdings holds 1,160,700 shares of BUFR, worth $42.4M, as of its Q2 2026 13F filing. It increased the position by 69,660 shares (+6.4%) from Q1 2026. Equitable Holdings has held BUFR since Q3 2023, across 12 quarterly 13F filings. BUFR is 0.3% of Equitable Holdings' reported 13F portfolio.

Current Value

$42.4M

Current Shares

1.2M

Total Value Change

+$28M

Total Shares Change

+679,901

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.2M
+6.4%
$42.4M0.3%$36.53
37
2026-Q1
Increased
1.1M
+8.7%
$37.4M0.2%$33.77
38
2025-Q4
Increased
1M
+5.2%
$34.4M0.2%$34.26
36
2025-Q3
Increased
954,554
+15.0%
$31.9M0.2%$33.42
40
2025-Q2
Increased
830,227
+14.1%
$26.4M0.2%$31.80
39
2025-Q1
Increased
727,622
+30.8%
$21.6M0.2%$29.69
43
2024-Q4
Increased
556,474
+15.7%
$17M0.2%$30.47
39
2024-Q3
Increased
480,799
+44.4%
$14.4M0.1%$29.89
45

Other major holders of BUFR: LPL Financial LLC

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